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Introducing iDialogue Form Builder

7/13/2020

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Collecting information from a Lead or Contact during the sales cycle is a balancing act. You need to collect “just enough” information to initiate a dialogue, but not inundate the prospect with too many requests for details like billing and shipping address until they are ready to purchase.

iDialogue room builder now supports a form builder for collecting essential information at any step in the quoting, sales, or contracting process.

  • Add “SField” plugins to any room page layout.
  • Delegate data entry to the customer. Saves Sales Reps time.
  • Fewer back and forth emails to collect last mile details.
  • Mobile friendly interface gives customers the convenience to submit orders from anywhere.
  • Form submissions trigger regenerations of documents automatically.
  • Improves data quality of closed-won opportunities.
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    Michael Leach
    Co-Founder and CEO 

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